Second quarter LED TV brand panel penetration increased to 14.5%

According to dramexchange (TrendForce) Research Department of WitsView's second quarter results show that China TV brand panel procurement volume, the proportion of LED reached 14.5%, compared to the first quarter of the proportion of only 4.8%, the number of up to 2.7 times.

WitsView pointed out that this year because of the light guide plate and the LED chip material shortage, and some manufacturers to develop the history behind, actually has the ability to supply a large number of LED TV panel manufacturers, is still concentrated in South Korea Samsung, LGD and Taiwan AUO, at this stage, they also played in the country's main source of supply of LED TV panel the. Careful inquiry LED TV shipments proportion of each panel factory, LGD to 25% won, followed by AUO 19% and Samsung 18% are about the same, relatively speaking, the other panel manufacturers LED TV panel of Chinese supply is very limited.

In the brand purchase LED TV panel proportion, TCL to 23% of the size of the other way ahead, including Konka, Haier, Hisense and other major manufacturers, the proportion of LED mostly falls in the range of 13~16%, the difference between co.. As for other small brands, the proportion is only 9.5%, compared with the big brands are significantly lower than the six.

In the size distribution, LED TV panel demand is clearly concentrated in the size of the two extremes. First in the 46W inch panel procurement, the proportion of LED has more than 40%, a smaller size of 40 inches and a penetration rate of 42 inches, although slightly lower, there are still nearly 30% penetration. In the small size of 26 inches below, as part of the panel and monitor sharing, LED backlight module design is more simple than the TV, the cost difference is also reduced a lot, so it reached the level of 20%. In contrast to lock the low price market 26 inches and 32 inches, due to the current LED and CCFL panel still maintain a certain price difference, making it difficult to promote the product, so the proportion of LED were only 8% and 4%.

LED TV, although this year has been the focus of attention, but sales is also benefited in every way? WitsView analysts pointed out that the current problems caused by stock panel industry turmoil, most are still concentrated in the CCFL model, brand manufacturers will use the sales season to CCFL products preferred stock, which also makes the LED will become the main sales. In addition, the recent TV panel prices decline intensified, however at the same time the LED panel price revision is relatively limited, resulting in CCFL and LED between the panel price spreads, more let in the downstream of the brand manufacturers is difficult to carry out large-scale promotional activities for LED tv. Based on the above two factors, WitsView conservative view of China's national day this year, the proportion of LED TV sales.